Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.9B
AUM Growth
-$2.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$61.3M
2
+$51.1M
3
+$50.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$48.5M
5
GTM
ZoomInfo Technologies
GTM
+$38.6M

Top Sells

1
+$360M
2
+$341M
3
+$205M
4
HD icon
Home Depot
HD
+$171M
5
JPM icon
JPMorgan Chase
JPM
+$168M

Sector Composition

1 Technology 19%
2 Industrials 11.28%
3 Financials 11.25%
4 Healthcare 10.02%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$2.05M 0.01%
+65,585
902
$2.05M 0.01%
65,211
+531
903
$2.03M 0.01%
32,828
-10,174
904
$2.03M 0.01%
17,190
-314
905
$2.02M 0.01%
259,410
+115,434
906
$2.01M 0.01%
40,755
-2,125
907
$2M 0.01%
9,558
908
$1.99M 0.01%
43,130
-3,051
909
$1.98M 0.01%
49,446
-858
910
$1.98M 0.01%
195,912
+115,262
911
$1.98M 0.01%
27,771
-333
912
$1.97M 0.01%
31,766
-9,747
913
$1.96M 0.01%
326,039
914
$1.95M 0.01%
36,084
-1,490
915
$1.95M 0.01%
96,886
+18,007
916
$1.95M 0.01%
23,805
-14,684
917
$1.95M 0.01%
10,618
-90
918
$1.94M 0.01%
41,633
+97
919
$1.94M 0.01%
105,571
+1,803
920
$1.94M 0.01%
108,704
-80,306
921
$1.94M 0.01%
44,480
-35
922
$1.93M 0.01%
94,401
-4,915
923
$1.92M 0.01%
57,404
-7,920
924
$1.92M 0.01%
23,732
+76
925
$1.91M 0.01%
81,023
-4,333
35 36
37
38 39